Mark Naylor Email & Phone Number

Boston, MA

• Partner Capital, Inc. focuses on financial and strategic consulting, investing and portfolio management, and other engagements. In these areas, Partner Capital serves family groups, international and US companies, and.
• Create organizational goals and implement investment strategies for families and companies, using investment expertise, understanding of opportunities across asset classes, and broad network of relationships.
• Complete strategic consulting projects and business plans for businesses, families, and other organizations in US and global markets.
• Fiduciary mindset grounded in confidentiality and focus on client goals.
• Wide governance experience in public and private companies.
• Trusted advisor to families, organizations, and companies holding global assets in excess of $300 million.

Boston

• Auour Investments LLC provides innovative algorithm-driven investment advice for individuals and institutions.
• Investment Adviser Representative (Series 65), developing global client relationships.
• Markets the firm to individuals and investment advice platforms.
• Review all internal accounting and preparation of financial reports.

Boston

• Innovest Capital is the US real estate advisory subsidiary of Gulf Investment House, a Kuwaiti investment firm. Innovest Capital managed a portfolio of 20 US real estate holdings in multi-family, student-oriented.
• Provided strategic direction for portfolio
• Managed 5-person asset management team based in Cleveland OH
• Led capital budgeting processes and monitored capital projects
• Conducted detailed return-on-capital assessments
• Reviewed and presented detailed regular reports for investors

Boston

• TransOcean Capital was a US subsidiary of a publicly traded Kuwaiti investment company. TransOcean grew, managed, and liquidated two medium sized ($100-200 million revenue) private equity investments in the US market.
• Only US-based Board representative
• Deeply involved in providing guidance to the senior management teams developing competitive strategies, and executing corporate financial strategies
• Conducted 7 complex loan refinancings over 9 years
• Produced monthly, semi-annual, and annual reports for investors
• Evaluated and implemented purchase of over $45 million of new industrial equipment and facilities

Boston

Merchant banking firm formed to conduct buyout and growth capital investments, with a focus on operational and management process improvements.

New York

Stolberg Partners invested private equity capital on behalf of major US endowments and other institutions in middle-market growth buyouts in the business services and food/consumer sectors.

Boston

Shields & Company is an investment bank serving leading middle-market companies in manufacturing, distribution, retail, and service sectors. Shields & Company's clients included family-owned, private-equity-owned, and public companies.

Mba

Activities and Societies: Beta Gamma SigmaR.C. Kopf Fellowship - full-tuition award for outstanding students with exceptional career.

Bs, Finance

Activities and Societies: Beta Gamma SigmaInternational Scholarship

Certificate, Arabic Language

Non-profit organization providing a range of Arabic language classes and cultural experiences for all age groups.

Post-Graduate Diploma, Islamic Finance

Comprehensive educational course in the theory and practice of Islamic structures, and history of Islamic finance.

Education record